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WealthPLAN Partners’s Presidio Property Trust SQFT Stock Holding History

WealthPLAN Partners’s Portfolio SQFT Stock Details SQFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,237
Closed -$15.6K – 299
2024
Q2 		$15.6K Hold
2,237
– – ﹤0.01% 295
2024
Q1 		$27.3K Hold
2,237
– – ﹤0.01% 301
2023
Q4 		$23K Hold
2,237
– – ﹤0.01% 317
2023
Q3 		$17.8K Sell
2,237
-28
-1% -$238 ﹤0.01% 313
2023
Q2 		$20.4K Sell
2,265
-300
-12% -$2.75K ﹤0.01% 671
2023
Q1 		$26.5K Hold
2,565
– – ﹤0.01% 673
2022
Q4 		$30K Buy
+2,565
New +$28.9K ﹤0.01% 389
2022
Q1 		$207K Buy
6,019
+10
+0.2% +$376 0.01% 366
2021
Q4 		$219K Sell
6,009
-957
-14% -$36.6K 0.01% 355
2021
Q3 		$253K Sell
6,966
-824
-11% -$32.7K 0.02% 334
2021
Q2 		$293K Sell
7,790
-5,137
-40% -$187K 0.02% 294
2021
Q1 		$420K Sell
12,927
-291
-2% -$10.9K 0.03% 239
2020
Q4 		$498K Buy
+13,218
New +$492K 0.04% 215

Other funds holding SQFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthPLAN Partners's SQFT Position: Q3 2024 in Review

WealthPLAN Partners sold out of Presidio Property Trust (SQFT) in Q3 2024, closing a stake of 2,237 shares — an estimated $15.6K sold.

WealthPLAN Partners first reported a position in SQFT in Q4 2020 and held it in 13 quarters. The position peaked at $498K in Q4 2020. 25 funds tracked by Wall St. Rank hold SQFT as of Q3 2024.

  • WealthPLAN Partners reported no remaining Presidio Property Trust position as of Q3 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 2,237 Presidio Property Trust shares in Q3 2024, an estimated $15.6K.
  • WealthPLAN Partners first reported a position in Presidio Property Trust in Q4 2020 and held it in 13 quarters.
  • WealthPLAN Partners's Presidio Property Trust position peaked at $498K in Q4 2020.
  • 25 funds tracked by Wall St. Rank held Presidio Property Trust as of Q3 2024.

Based on WealthPLAN Partners's 13F filing for Q3 2024, filed 5 Nov 2024.